Senior Financial Advisor

Financial Adviser – Inherit an Existing Client Bank | Hybrid Working | Wealth Management

) Salary : Up to £80,000 + Bonus + Excellent Benefit

sJoin an Award-Winning Wealth Management Fir

m

Are you an experienced Financial Adviser looking to inherit an established client portfolio while working for a highly respected independent Wealth Management fir

m?

We're recruiting on behalf of an award-winning financial planning business with an outstanding reputation for delivering bespoke advice to high-net-worth individuals and families. Due to continued growth, they are looking to appoint a Financial Adviser to join their collaborative, client-focused te

am. This is an exceptional opportunity to take over an existing bank of loyal clients from day one, allowing you to focus on strengthening relationships, delivering outstanding advice and growing your portfolio through referrals and professional introduc

ers.With dedicated paraplanning and administrative support, you'll spend more time doing what you do best, advising client and less time on paperw

ork.

The

Role:

You’ll be responsible

• for:Inheriting and managing an established portfolio of existing cli
• ents.Providing holistic financial planning advice across pensions, investments, retirement planning and protec
• tion.Conducting regular client reviews and delivering exceptional ongoing ser
• vice.Building trusted, long-term client relations
• hips.Working closely with an experienced paraplanning and client support
• team.Developing new business through referrals and professional introdu
• cers.Ensuring all advice meets FCA regulatory stand

ards.

Abou

t You:We're looking for an experienced Financial Adviser who is confident managing an established portfolio of clients and delivering high-quality holistic financial planning a

dvice.You will ideally

• have:A minimum of 5 years' experience as a regulated Financial Adviser within a Wealth Management or Independent Financial Planning enviro
• nment.Level 4 Diploma in Regulated Financial Pl anning (min
• imum).A proven track record of building and maintaining long-term client relation
• ships.Experience advising on pensions, investments, retirement planning and prote
• ction.Excellent communication and relationship-building s
• kills.A client-first, ethical approach to financial pla
• nning.The ability to identify opportunities to develop existing client relationships and generate refe
• rrals.Strong knowledge of FCA regulations and suitability require

ments.

Support towards Chartered status is av

ailable for Advisers looking to further their qualific

ations.What's on

Offer?

Salary up to £80,000 (depending on exp

working Existing client bank to inherit from

day one Full paraplanning and administrative

network Ongoing professional development and Chartered

package Genuine long-term career progression within a successful and grow

ing firmIf you're looking to join a respected Wealth Management firm where you can inherit quality clients, receive exceptional support and build a long-term career, I'd love to hear f

ons.co.ukCompetitive bonus scheme and comprehensive benefits

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